money money money cover image

612b what to expect when meeting with a financial adviser

money money money

00:00

How to Find the Right Advisor for You

There is such a bad name with people thinking advisors just flogging crap. It may have been a high percentage of that happening before, but it just doesn't happen now. There are no built in commissions to any superannuation and investments. You pay a fee, you get a service. So talk to Julie's point. Are those like she's had a lot happening in the last few years? What would you do if Julie reached out and wanted to chat with you or one of your team members at sufficient funds? Yeah. The first thing I would make sure we let them know in that process of that 50 minute call is this is who we are. This is what we do.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app